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iShares MSCI USA Min Vol Factor ETF

1,123 hedge funds and large institutions have $20.8B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 447 increasing their positions, 445 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-30
Holders Change %
-2.6%
% of All Funds
17.97%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
2.19%
New
83
Increased
447
Reduced
445
Closed
80
Calls
$2.45M
Puts
$51K
Net Calls
+$2.4M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
1026
Annapolis Financial Services
Maryland
$72.7K
QC
1027
Quent Capital
New York
$69.4K -$4.66K -64 -6%
SCA
1028
Stuart Chaussee & Associates
California
$68.8K
BC
1029
Bartlett & Co
Ohio
$68K
CSWM
1030
Cassady Schiller Wealth Management
Ohio
$67.7K
WIM
1031
WealthPlan Investment Management
Nebraska
$67.5K -$874K -12,009 -93%
BCWM
1032
Bartlett & Co Wealth Management
Ohio
$67.5K
BF
1033
BOK Financial
Oklahoma
$62.8K -$446K -6,137 -88%
JFA
1034
JNBA Financial Advisors
Minnesota
$61.8K
CTC
1035
Central Trust Company
Missouri
$59.5K +$59.5K +818 New
CIA
1036
Cascade Investment Advisors
Oregon
$59.3K +$59.3K +815 New
GWANC
1037
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.1K +$59.1K +813 New
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$58.3K +$17.8K +245 +44%
SIC
1039
Salem Investment Counselors
North Carolina
$51.7K +$4.58K +63 +10%
CWM
1040
Compass Wealth Management
Connecticut
$50.9K
KTC
1041
Kistler-Tiffany Companies
Pennsylvania
$50.4K +$291 +4 +0.6%
KFI
1042
Key Financial Inc
Pennsylvania
$49.2K
CNBTD
1043
Citizens National Bank Trust Department
Mississippi
$48.7K
Optiver Holding
1044
Optiver Holding
Netherlands
$48.4K +$48.4K +666 New
SCA
1045
Stonebridge Capital Advisors
Minnesota
$47.5K +$18.3K +252 +63%
HCP
1046
Hexagon Capital Partners
Arkansas
$45.8K -$6.55K -90 -13%
IWP
1047
IAG Wealth Partners
Wisconsin
$44.1K
LOIP
1048
Live Oak Investment Partners
Texas
$44K -$48.4K
EWM
1049
Endurance Wealth Management
Rhode Island
$44K
BSB
1050
Bangor Savings Bank
Maine
$42.1K